Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$22
-4.3%
3780.0%0.00%0.0%
Q1 2024$23
+9.5%
3780.0%0.00%
-33.3%
Q4 2023$21
+10.5%
378
-0.5%
0.00%0.0%
Q3 2023$19
-13.6%
380
-0.5%
0.00%0.0%
Q2 2023$22
+4.8%
3820.0%0.00%0.0%
Q1 2023$210.0%382
-1.3%
0.00%0.0%
Q4 2022$21
-97.9%
387
+2876.9%
0.00%
Q3 2022$1,0000.0%13
-7.1%
0.00%
Q2 2022$1,0000.0%14
+1300.0%
0.00%
Q2 2020$1,0000.0%10.0%0.00%
Q2 2019$1,0000.0%10.0%0.00%
Q4 2018$1,0000.0%10.0%0.00%
Q3 2018$1,0000.0%10.0%0.00%
Q2 2018$1,0000.0%10.0%0.00%
Q1 2018$1,0000.0%10.0%0.00%
Q4 2017$1,0000.0%10.0%0.00%
Q3 2017$1,0000.0%10.0%0.00%
Q2 2017$1,0000.0%10.0%0.00%
Q1 2017$1,0000.0%10.0%0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q3 2016$1,000
-50.0%
1
-90.0%
0.00%
Q4 2014$2,000
-99.6%
10
-99.8%
0.00%
-100.0%
Q3 2014$449,000
+4.9%
4,515
+7.8%
0.04%
+10.8%
Q2 2014$428,0004,1900.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders